Employee Benefits Account Manager

Primary Role The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing a book of business. Coordinates and provides day‑to‑day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day‑to‑day contact and provides resolution for client questions and issues. Duties and Responsibilities Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs Collaborates on delivering a multi‑year strategic plan Manages projects in concert with the client, including all vendor implementation Provides benchmarking reports to client (annually, quarterly or monthly) Manages claims and coverage issue resolution for clients’ employees when elevated from HR Assists with clients’ billing and eligibility audits, and may conduct audits for clients independently if not handled or escalated by Account Administrator Advises and guides clients in compliance matters and sends monthly reports to client as needed Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator Creates employee benefit booklets, when not completed by Account Administrator Develops open enrollment presentations, conducts benefits webinars and records Brainshark presentations for employees and HR Managers if no Account Executive is on the team Orders supplies from carriers and reviews for accuracy Manages new carrier, plan or vendor implementation, including benefits administration system build‑out and project management Installs and regularly updates client‑specific data in BenefitPoint Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents Facilitates 5500 preparation Prepares master group files, client contact sheet, and maintains carrier files Handles renewal preparation Assists with the RFP process as needed, such as proposal development, including preparing census, entering and updating pivotal information, on‑line quoting and marketing a group when requested Provides mentorship with Account Administrator/Assistant Plan Analyst where applicable Coordinates client contact changes with Producer/Account Executive Organizes client meetings with other team members Ensures the client is aware of the resources that HUB offers Attends industry‑related continuing education training and courses Follows HUB Broker Standards Key Competencies Team Work – Supports all organizational departments in a collaborative effort for everyone to succeed Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information Initiative – Volunteers readily; undertakes self‑development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed Quality Management – Demonstrates attention to detail Project Management – Ability to lead and contribute to team and adhere to deadlines Experience and Education Bachelor’s degree preferred. 2–5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable). Client‑facing experience required. L&H license required. Required Travel Negligible Required Education High school or equivalent Employment Information Department: Account Management & Service EEO Statement HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. #J-18808-Ljbffr HUB International